Why Work With Me?
In all that I do, I strive to provide a truly unique experience that sets me apart from the typical financial professional. Working with me, I believe my clients benefit from:
An Independent Practice with Extensive Support
I run my own practice in order to tailor my services to each client, get to know them on a personal level, and provide them the communication and education they desire. While I work independently, I have access to the resources, tools, and research akin to a national firm due to my relationship with broker-dealer HD Vest Financial Services.
Connecting Financial Planning and Tax Services in Cohesive Strategies
One of the unique elements of my practice is my ability to offer both tax and financial strategies.* By providing these services under a single roof, my goal is to simplify my clients’ financial life.
Experience and Credentials
With over 20 years of experience in the industry, I have experienced and worked with clients through multiple market conditions, both good and bad. I understand the fears or concerns people face during these times and know how to help navigate them through economic adjustments.
Beyond my industry experience, I am a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner, both of which require me to maintain high educational standards and extensive knowledge in their respective areas. As a CPA, I have an in-depth understanding of the tax ramifications many people face, and how to legally mitigate them. With the CFP® certification, I am committed to upholding a high level of ethics in providing comprehensive financial planning.
*These services are offered by Steven Aberblatt through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.